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MRSH

Marsh
MRSH

1,158 hedge funds and large institutions have $65.1B invested in Marsh in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 452 increasing their positions, 395 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 76

14% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 395

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

7% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $77.9M

1% more funds holding

Funds holding: 1,148 → 1,158 (+10)

0.01% less ownership

Funds ownership: 88% → 87.99% (-0.01%)

5% less capital invested

Capital invested by funds: $68.2B → $65.1B (-$3.13B)

Holders
1,158
Holders Change
+10
Holders Change %
+0.87%
% of All Funds
19.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
452
Reduced
395
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$255M
2
BlackRock
BlackRock
New York
+$111M
3
ClearBridge Investments
ClearBridge Investments
New York
+$107M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$105M
5
Goldman Sachs
Goldman Sachs
New York
+$104M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.1B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$292M
3
Primecap Management
Primecap Management
California
-$210M
4
First Trust Advisors
First Trust Advisors
Illinois
-$168M
5
Amundi
Amundi
France
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1226
Total Clarity Wealth Management
Illinois
– -$2K -12 Closed
TWP
1227
TFO Wealth Partners
Ohio
– -$1K -8 Closed
MBFW
1228
Morton Brown Family Wealth
Pennsylvania
– -$1K -6 Closed
MAM
1229
Marquette Asset Management
Minnesota
– -$1K -4 Closed
PI
1230
PEAK6 Investments
Illinois
– -$543 -3 Closed
IAS
1231
IMA Advisory Services
Colorado
– +$321 +2 New
VNA
1232
Valley National Advisers
Pennsylvania
– +$481 +3 New
46 47 48 49
50

MRSH Hedge Fund Activity: Q3 2022 in Review

1,158 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2022, worth a combined $65.1B — down 4.6% from $68.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MRSH positions and 76 closed out — a net gain of 25 holders — while 452 added to existing stakes and 395 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $255M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.

  • 1,158 institutional investors held Marsh (MRSH) as of Q3 2022, up from 1,148 in Q2 2022.
  • Funds reported $65.1B of Marsh stock for Q3 2022, down 4.6% quarter-over-quarter.
  • 101 funds opened new Marsh positions in Q3 2022 and 76 closed out, a net change of +25 holders.
  • The largest Marsh buyer in Q3 2022 was Fidelity Investments, an estimated $255M added.
  • The largest Marsh seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2022.